themes

With financial markets remaining turbulent, which sectors and asset classes present opportunities for an unconstrained multi-asset strategy?

Why deglobalisation and supply shortages are leading to greater government intervention.

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

Investors should be mindful of structural challenges posed to income generation as a result of rapid thematic change.

We discuss the outlook for UK equities.

Why engagement is an effective way to support the energy sector’s transition to a lower-carbon future.